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Lane E Tamburo

Osaic Wealth, Inc.

Lafayette, LA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • LA RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

1318 Camellia Blvd. Suite 301, Lafayette, LA 70508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Investments Services, Llc Lafayette LA 06/2015 07/2018
Woodbury Financial Services, Inc. New Iberia LA 07/2018 Present
Woodbury Financial Services, Inc. New Iberia LA 07/2018 01/2024
Osaic Wealth, Inc. Lafayette LA 01/2024 Present
  • 06/2015 → 07/2018
    Capital One Investments Services, Llc
    Lafayette, LA
  • 07/2018 → Present
    Woodbury Financial Services, Inc.
    New Iberia, LA
  • 07/2018 → 01/2024
    Woodbury Financial Services, Inc.
    New Iberia, LA
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Lafayette, LA
Previous Registrations
  • 2018-07-11 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lafayette, LA
    New Iberia, LA
  • 2015-06-16 → 2018-07-11
    Capital One Advisors, Llc
    Lafayette, LA
    Mclean, VA
    Bunkie, LA
    Lafayette, LA
  • 2014-08-18 → 2015-01-23
    Edward Jones
    St Louis, MO
    Lafayette, LA
Other Businesses

1. CAPITAL INVESTMENT ADVISORS POSITION: insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/18/2018 ADDRESS: 1318 Camellia Blvd, Ste 301, Lafayette LA 70508, United States DESCRIPTION: advise and sell insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-07
  • S66 Uniform Combined State Law Examination
    2014-07-07

View on SEC IAPD

Other Firms

PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
NEWEDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ
GARRETT ANDREW AHRENS
JASON A HABBIT
CORY FRANCIS FRUGE
PHILLIP SHAYNE FONTENOT
KEVIN JOSEPH SIMONEAUX

Other Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAFAYETTE, LA

More in Lafayette, LA

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